Benefits brokerage · 5 offices
EQUITY SERVICES, INC.
EQUITY SERVICES, INC. is named as the broker of record on 15 insurance contracts across its 5 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| MONTPELIER | VT | 10 |
| MONTPILIER | NH | 2 |
| No city on file | — | 1 |
| JERICHO | VT | 1 |
| MONTPEILER | VT | 1 |
Book profile
EQUITY SERVICES, INC. brokers 15 insured contracts for 13 employers, across 9 states, led by NJ, IL, NY.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 60%); NATIONWIDE LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | DES MOINES, IA | MONTPELIER, VT | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| MCM PRODUCTS USA INC. | SECAUCUS, NJ | MONTPELIER, VT | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| AVANT COMMUNICATIONS LLC | CHICAGO, IL | No city on file | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| NUNA BABY ESSENTIALS INC | MORGANTOWN, PA | MONTPILIER, NH | NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| 12 INTERACTIVE, LLC | CHICAGO, IL | MONTPELIER, VT | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in EQUITY SERVICES, INC.'s book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)